Administrative Professional with Data & Records Expertise

PEGGY JOLENE BERGER

Buffalo, MN - *********@*****.*** - 320-***-****

Professional Objective

To secure a position where I can apply my strong organizational skills, research abilities, and experience in database management to contribute to effective communication and the efficient handling of a variety of administrative tasks.

Summary of Qualifications

Detail-oriented Administrative Professional with 9+ years of experience in administrative support in a community facing role, including board meeting preparation and records management.

Demonstrated ability to keep accurate and complete records, files and meeting minutes.

Strong knowledge of basic accounting and budgeting procedures, with hands-on experience in invoice processing.

Skilled in preparation of committee and Board meetings, composed and distributed approved minutes of all meetings.

Key Skills

Technical Proficiencies:

oMicrosoft Office Suite (Word, Excel, Outlook)

oDatabase Management & Calendar Management (updating, maintaining)

oMail Processing & Invoice Inspection

oApplications such as Salesforce and customized applications

Core Administrative Skills:

oRecord-Keeping & File Management

oInvoice Processing & Budgeting Support

oMeeting Preparation & Minute Documentation

oTime Management & Organizational Skills

Core Competencies:

oEffective Communication & Collaboration

oProblem-Solving, Adaptability & Attention to Detail

oDiscreet in handling sensitive information with utmost confidentiality

oStrong ability to work independently and collaboratively within a team environment

Employment History

Jacobs Financial Services

August 2025 to May 2026

Customer Service Representative Assistant for Financial Advisors

Support to financial advisors in a wealth management and investment office.

Ensure that client needs are met efficiently and professionally through accurate account processing,

Provide proactive communication, and excellent customer service

Enhances the advisor’s efficiency by managing daytoday operations, organizing client information, and supporting client communication. This role ensures smooth workflow and highquality client service by handling tasks that keep the advisory practice running effectively.

Masterson Staffing April 2025 to June 2025 (Temporary)

Production Planner and Receptionist for Whirltronics Inc.

Coordinated production schedules, improving future forecasts based on customer requests.

Managed front desk operations, enhancing client satisfaction through prompt service.

Peggy’s Pies (August 2022 to Current)

Organizational Founder, Entrepreneur, and Managing Director

Founded and managed all aspects of the business, including marketing, sales, and operations.

Grew customer base by 30% in the first year through strategic online marketing

SPECTRAFORCE (December 2024 to March 2025)

Administrative Assistant for Principal Financial

Provided administrative support to senior leadership by coordinating schedules, managing emails, and processing mail.

Maintained and updated internal databases to ensure accurate and timely data management.

Assisted with office operations and managed communications between departments.

LHH Recruitment Solutions (June 2023 to December 2023)

Office Service Administrator for Cetera Financial Services

Coordinated office services, including managing office supplies and assisting with administrative tasks for various teams.

Managed incoming communications and ensured timely responses to employee inquiries.

Momentum Truck Group (February 2021 to November 2022)

Warranty Administrator

Managed warranty claims, processing and tracking claims to ensure proper documentation and timely resolution.

Collaborated with the service department to ensure accurate and efficient claims management.

Maintained detailed records of warranty claims and ensured compliance with company policies.

Saint Marcus Church (July 2016 to April 2021)

Director of Faith Formation & Youth Ministry Coordinator

Directed faith formation programs and coordinated youth ministry activities, including events, retreats, and educational materials.

Organized and led meetings with parents, volunteers, and staff to ensure smooth communication and collaboration.

Developed and maintained records related to program participation, communications, and volunteer schedules.

Clear Lake Township (March 2019 to March 2021)

Township Clerk

Provided administrative support to township board, preparing meeting agendas, minutes, and documents for township meetings.

Managed the township’s records, ensuring all documents were properly archived and accessible.

Assisted with public communication and organized community outreach efforts.

Big Lake Public Schools (September 2013 to May 2016)

Paraprofessional Sub to Permanent Position

Supported teachers in classroom management and student instruction, providing one-on-one assistance to students as needed.

Developed and maintained student records, ensuring accurate tracking of progress and academic performance.

REFIT (November 2015 to Current)

Certified REFIT Instructor

Lead fitness classes, promoting health and wellness in the community.

Develop engaging and inclusive workout routines for diverse groups.

Foster a positive environment, encouraging members to not only reach their fitness goals but learn about the health of their mind and how to love themselves now.

Education

St. Cloud Technical College

Diplomas in Computer Support and Networking and Sales and Marketing Management

Relevant coursework: Database Management, Office Administration, Marketing Strategies

Certifications

CPR Certified

Certified Notary

Certified REFIT Instructor

Certified Yoga Instructor

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